9 episodes
Barron's Australia Barron's
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- Business
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.
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Glenn Calder: Culture, Commerciality, and Controls
The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.
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James Wortley: The Power of Video Advice and Having a Strategy Coach
Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.
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Matt Koch: Four Decades of Wisdom Distilled
The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.
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Kevin Myeroff: How Financial Advisors Can Differentiate Themselves
“The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman.
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Charlie Viola: The Importance of Being Responsive to Clients
"The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman.
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Renato Mota: How Advisers Can Help and Empower Clients
Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.